See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,322 | $71,057+18.7% | $93,654-10.0% | $80,874+4.3% |
| Participation rate | 0.0% | 60.4%-60.4pp | 68.7%-68.7pp | 67.6%-67.6pp |
| Annual return | 8.00% | 11.26%-3.3pp | 133.34%-125.3pp | 35.62%-27.6pp |
| Employer contribution / active EE | $1,248 | $1,564-20.2% | $2,421-48.5% | $2,756-54.7% |
| Participant deferral / active EE | $3,196 | $4,034-20.8% | $4,413-27.6% | $4,297-25.6% |
| Admin fee / account holder | $2,282 | $6,944-67.1% | $8,282-72.4% | $6,935-67.1% |